311–320 of 965 posts
The people who are most afraid of Chinese models are the VCs who poured into Anthropic and OpenAI at astronomically high valuations. Anthropic is valued at $1.2T and OpenAI is targeting $850B. These astronomical valuations were built on the premise that these labs would generate massive profits from premium API pricing, but the Chinese labs are completely undercutting this strategy by releasing excellent open models…
Not sure most of money is from VCs.
> distillation: why exactly is it bad? After all, what are large language models but the distillation of all of the knowledge on the open Internet, scraped by the frontier labs and distilled into the models that are themselves being distilled? Who is exactly being wronged here? ... The U.S. should pass a law that (1) makes explicit that collecting data for training models is fair use, and (2) bars terms of service th…
The distillation explanation is classic American exceptionalism: No one could possibly do anything unless they were copying American leaders (where "American" means a bunch of Chinese, Canadian, Europeans and Indians working in the US). It's also a bit of securities defensiveness. Pretending that you really do have a super moat, people just keep swimming in it so you just need to add more alligators. It's farcical. A…
"Anthropic said the campaign was conducted between April 22 and June 5, 2026, and generated more than 28.8 million exchanges with Claude through almost 25,000 fraudulent accounts."
I don't know why you're trying to downplay it.
European models are so far behind because they don't resort to these tactics on a massive scale. Basically every other country is entirely dependent on 2 countries for frontier AI.
A company making a decision to allow use of chinese models is a company also choosing to send tons of various credentials to chinese model companies. These will just get scooped up, OpenAI and Anthropic can probably hack into anything at this point if they wanted to.
Or any US hyperscaler with GPUs to spare can decide to serve the models for a reasonable cost/token.
You don't have to send China your data.
Earlier quoted context omitted.
Same thing happen for western models, try to ask about Gaza genocide and see for what side it will stand
What am I trying to understand about the western models on the term "Gaza genocide"? I asked Grok "Tell me about the gaza genocide" and it write a IMHO balanced answer comparing why genocide is and isn't the right term. [0] ChatGPT 5.6 Sol only explained why people call it a genocide and did not go in as in depth as Grok did for why people don't agree with the term. [1] The only unsaid response (to me) here is the mo…
In international law, that is the ultimate authority of what is/isn't a genocide. It's objectively, legally speaking, a genocide.
The 2 things people need to remember: 1) China can (and does) use the models to influence the west. They train in false information about Taiwan and Hong Kong. Or pretend like history is in favor of China. 2) Ignoring the models containing false information, they are incredible. But you should be scared of running inference via the model creators directly. If you think your data is safe compared to running it via mod…
It’s perfectly fine for the “West” to influence the world though, right? Or is it only a problem because… they’re Chinese?
1. training new base models are expensive for sure, but fine-tuning them are relatively inexpensive enough the labs can continue to do so forever. the main reason why frontier models are so good is because the massive input they generated from user usage. they are using that information to strategically build better training data. and this is why no other models can catch up, til now that is. but if chinese models are good enough, and free to host, and cheaper to use, then the consequence is the frontier labs will lost valuable user inputs and the chinese labs will gain more. as time goes by this will be a domino effect.
2. nvidia is not only the player in the hardware scene. amd mi350p is getting popular, and huawei is pumping SuperPoDs. what does this mean for us? chinese models will surely use chinese hardware, and optimize for them. the other people will pick amd because compare to nvidia they are cheaper. with open weight models and open source inference stacks, they are freely to experiment and improve the stack, thus further lower the inference cost and nvidia dependency. and they even plan to build their own inference hardware, too. and nvidia loses market share meaning all the fund it gives to openai or anthropic will be cut, too.
and you say there is nothing to afraid?
The 2 things people need to remember: 1) China can (and does) use the models to influence the west. They train in false information about Taiwan and Hong Kong. Or pretend like history is in favor of China. 2) Ignoring the models containing false information, they are incredible. But you should be scared of running inference via the model creators directly. If you think your data is safe compared to running it via mod…
It’s perfectly fine for the “West” to influence the world though, right? Or is it only a problem because… they’re Chinese?
Earlier quoted context omitted.
> open models are inherently decelerationist I’m struggling to understand this perspective. Is he using the words accelerationist/decelerationist in a sense other than the obvious one? EDIT: I searched his twitter history and discovered that his argument is basically “if you drive down costs, then OpenAI will have less money to invest in development, slowing down the overall rate of AI progress.” IMO this take betray…
Nah, the point is that if models are commoditized and there's no hope of making significant profits, no one is going to be willing to make the massive investments necessary to continue pushing the scale frontier. How large a training run do you expect investors to fund out of the goodness of their hearts?
if open models are good enough then it doesn't matter, if they aren't then there's probably a return available in investing there.